You will be responsible for;

· Monitoring and processing mortgage files from initial meeting to settlement including serviceability assessments and lender policy reviews.

· Liaising with clients, referrers, and lenders to ensure loan applications are proceeding smoothly

· Providing customers with timely, periodic loan application status updates

· Compiling documents for customer files and accurately entering data into CRM

· Processing documents, verifying the accuracy and completeness of each document and, ensuring all files meet industry and compliance standards

· Client follow up calls and yearly home loan reviews

The successful applicant will possess the following skills and attributes

• Detail oriented due to the financial nature of the role.

· A strong understanding of Microsoft Office especially Excel and Word, Adobe and database management

· Excellent written communication skills enabling the candidate to work effectively with the business partners, broker team and clients

· Ability to learn quickly

· Highly organised & proficient at multi-tasking and must be able to manage their own time, establish schedules and meet deadlines.

· Ability to review and assess complex financials and understand how this will impact a client's eligibility to seek lending.